My-Legacy is transforming estate planning through leading-edge technologies like GenAI, Blockchain, and Advanced Cryptography. Powered by GenAI, our conversational platform dismantles myths, connects awareness to action, and empowers users with comprehensive knowledge and tools in a single space. With My-Legacy, legacy planning becomes accessible, straightforward, and effective, guiding users towards secure and seamless wealth management across generations. Our platform raises awareness, enhances adoption, and eliminates excuses and cost barriers for consumers. We provide an ideal solution to protect your family from enduring hardships by keeping vital info safe, secure, and shareable. There isn’t any other platform that offers everything a family needs under one roof, ultra-secure and supported by 12 pending patents. Experience the perfect fusion of cutting-edge AI, advanced technology, and personalized solutions. The perfect complement to your legacy planning—always ready for life’s big events, emergencies, and everyday moments.
Features & Capabilities
—AI-powered chatbot for instant answers to estate planning questions.
—Personalized recommendations for estate planning.
—Tools and marketplace for estate planning resources.
—Secure digital vault for crypto, NFT keys, and confidential information.
—AI agents for attorneys to improve ROI and reduce unqualified meetings.
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✓Resolve 50%+ of technical issues without human involvement
Intelligent Escalation
Identify when human touch is needed and route appropriately
Example: Detect frustration, refund requests, or technical complexity → escalate to tier 2
✓Humans handle only complex cases, improving job satisfaction and resolution quality
Architecture
Customer support agents combine LLMs with knowledge bases, ticketing systems, and escalation logic to handle customer inquiries autonomously while knowing when to hand off to humans.
LLM Core
Large language model for understanding and generating responsesParse customer intent, generate contextual responses, maintain conversation flow
Knowledge Base Integration
Vector database with company docs, FAQs, product infoRetrieve accurate information to answer customer questions
CRM/Ticketing Integration
Connection to Zendesk, Intercom, or custom ticketing systemLog conversations, escalate to human agents, track resolution
Escalation Logic
Rules engine for when to transfer to human supportHandle complex cases, angry customers, or sensitive issues appropriately
Implementation Guide
Prerequisites
Structured knowledge base (docs, FAQs in searchable format)
API access to CRM/ticketing system
Defined escalation criteria and human-in-loop workflows
Test environment separate from production support
Steps
1Audit most common support tickets (top 20 questions)
2Build knowledge base with answers to common questions
3Set up LLM with RAG over knowledge base
4Integrate with ticketing system API for logging and escalation
